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Daniel F

Series 63, Series 65

Watkinsville, GA

Cambridge Investment Research Advisors

Daniel Fowler is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and related entities since 2017. Fowler also operates Fowler Financial Services, LLC and serves as an independent insurance agent with SMART PRO FINANCIAL. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Isaac S

Series 65

Watkinsville, GA

Cambridge Investment Research Advisors

Isaac Scheidt is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Watkinsville, GA. He has four years of industry experience and has been with Cambridge since 2021. Scheidt is also the owner of Ramp Ventures LLC, a technology services business, and serves as a board member of the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored investment strategies through various custody platforms, combining proprietary models and external strategists, with a range of discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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